R.M. Davis Client Portal 4+
R.M. Davis, Inc.
-
- Free
Screenshots
Description
Welcome to the R.M. Davis Wealth Management Client Portal, powered by Black Diamond Wealth Platform. Securely, clients may view their total portfolio through a dashboard and their individual accounts and balances, access quarterly R.M. Davis statements, and contact their investment management team. Clients may sign in using the same username and password they set up for the portal on the R.M. Davis website, located at http://rmdavis.com. This app allows for easy, on-the-go, online access to your R.M. Davis portfolio.
What’s New
Version 1.83
* New Mobile Advisor push notifications
* Enhanced in app alert messaging
* Bug Fixes
App Privacy
The developer, R.M. Davis, Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Usage Data
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- User Content
- Identifiers
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- R.M. Davis, Inc.
- Size
- 129.4 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 12.4 or later.
- iPad
- Requires iPadOS 12.4 or later.
- iPod touch
- Requires iOS 12.4 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © Black Diamond Wealth Platform
- Price
- Free